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Lean Six Sigma: Three Areas in Your Firm That Need Attention

LEAN SIX SIGMA: THREE AREAS IN YOUR FIRM THAT NEED ATTENTION

Available Date(s)
Wednesday, December 01, 2021: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This interactive webinar explores an introduction of Lean Six Sigma (LSS) as it relates to the tax process. Attendees who will benefit most from this presentation are those who want to incorporate the LSS framework into their practice or those interested in a first look at how LSS applies to the CPA practice.

Learning Objectives:


  • Summarize the origins of LSS

  • Recognize tax processes that lead to waste

  • Define LSS and learn about the tax process

  • Identify bottlenecks in your daily processes 

  • Recall the relationship between team agility and workflow management, digital work binders versus paper files, and processes for gathering information from your clients

Linkedin

Troy Altomare

Doc.It
Senior Client Solutions Specialist
taltomare@doc-it.com
(888) 693-6248

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Troy Altomare, Green Belt, Lean Six Sigma, and Senior Client Solutions Specialist at Doc.It. 

Prior to Doc.It, Troy served as IT Manager for Gregory, Sharer & Stuart, P.A.. In addition to being certified as an LSS Green Belt, Troy has extensive experience with large infrastructure projects, project management, network infrastructure, network switching, server virtualization, server configuration, software optimization, policies and procedures, and IT documentation.

Linkedin

Kevin Sharma

Doc.It
Sales & Marketing Director
ksharma@doc-it.com
8559405200

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Kevin is the Director of Sales and Marketing at Doc.It. He has helped accounting firms improve efficiency, data security and enhance their client services with Doc.It's document management, workflow, PDF Editor, and web portal tools.

Linkedin

Frankie Basolini

Doc.It
Business Development Representative
fbasolini@doc-it.com
(888) 693-6248

Doc

Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Doc
Doc.It® has established a long-standing presence in the market providing a full suite of document management products that meets the needs of firms of all sizes due to their leadership philosophy of customer-guided software development. Doc.It® has strong financial backing and experienced leadership, which ensures long-term staying power and support for expansion throughout North America. Doc.It®’s leadership team, with support and guidance from their executive board, believe in strategic growth and maintaining the perpetual culture of customer care.